Financial Modeling with Excel & Power BI, Including the Use of AI
- 23rd - 25th June, 2025
Financial modeling is crucial for decision-making, providing data-driven insights for budgeting, forecasting, valuation, and risk analysis. The integration of Power BI has further advanced financial analysis, allowing for dynamic, interactive, and visually compelling models. This course will guide participants in combining Excel, Power BI, and AI to build robust financial models that support informed decisions. Over three days, participants will learn advanced Excel techniques, create interactive Power BI dashboards, and apply AI-driven forecasting and automation. Through hands-on exercises and case studies, they will gain practical experience in building and enhancing financial models, equipping them with the tools to make more accurate and strategic financial decisions.
Learning Outcomes
Master advanced Excel functions for financial modeling. Develop interactive and dynamic models in Power BI. Leverage AI driven analytics for predictive financial insights. Apply scenario planning and sensitivity analysis techniques. Automate financial reporting and dash boarding. Enhance decision making using AI assisted tools.
Training Methodology
- Hands on, practical exercises using real world financial data.
- Case studies to demonstrate best practices.
- Interactive group activities and model building exercises.
- Step by step guidance for AI integration in financial models.
- Q&A sessions and peer discussions.
- Session 1: Advanced Excel for Financial modeling
- Session 2: Sensitivity and Scenario Analysis
- Session 3: Financial Statement modeling
- Session 4: Excel Automation for Financial modeling
- Session 5: Introduction to Power BI for Finance
- Session 6: Data modeling and DAX for Finance
- Session 7: Interactive Financial Dashboards in Power BI
- Session 8: Forecasting and AI in Power BI
- Session 9: Introduction to AI in Financial modeling
- Session 10: AI Powered Forecasting and Predictive modeling
- Session 11: Automation and AI Driven Decision Making
- Session 12: Capstone Project and Course Wrap Up
